Corient Private Wealth
STNE icon

Corient Private Wealth’s StoneCo STNE Stock Holding History

Corient Private Wealth’s Portfolio STNE Stock Details STNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,268
Closed -$181K – 2675
2025
Q2 		$181K Buy
+11,268
New +$150K ﹤0.01% 2256
2024
Q4 		– Sell
-10,632
Closed -$120K – 2530
2024
Q3 		$120K Sell
10,632
-22,513
-68% -$287K ﹤0.01% 2304
2024
Q2 		$397K Sell
33,145
-1,701
-5% -$25.1K ﹤0.01% 1762
2024
Q1 		$579K Buy
34,846
+1,619
+5% +$27.8K ﹤0.01% 1560
2023
Q4 		$599K Buy
33,227
+692
+2% +$9.1K ﹤0.01% 1524
2023
Q3 		$347K Buy
32,535
+8,404
+35% +$103K ﹤0.01% 1681
2023
Q2 		$307K Sell
24,131
-209
-0.9% -$2.61K ﹤0.01% 1683
2023
Q1 		$232K Buy
24,340
+213
+0.9% +$2.04K ﹤0.01% 1729
2022
Q4 		$227K Buy
+24,127
New +$253K ﹤0.01% 1444

Other funds holding STNE

MA
Madrone Advisors Menlo Park, California $1.03B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACGDR
Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Corient Private Wealth's STNE Position: Q3 2025 in Review

Corient Private Wealth sold out of StoneCo (STNE) in Q3 2025, closing a stake of 11,268 shares — an estimated $181K sold.

Corient Private Wealth first reported a position in STNE in Q4 2022 and held it in 9 quarters. The position peaked at $599K in Q4 2023. 279 funds tracked by Wall St. Rank hold STNE as of Q3 2025.

  • Corient Private Wealth reported no remaining StoneCo position as of Q3 2025 after selling out during the quarter.
  • Corient Private Wealth sold 11,268 StoneCo shares in Q3 2025, an estimated $181K.
  • Corient Private Wealth first reported a position in StoneCo in Q4 2022 and held it in 9 quarters.
  • Corient Private Wealth's StoneCo position peaked at $599K in Q4 2023.
  • 279 funds tracked by Wall St. Rank held StoneCo as of Q3 2025.

Based on Corient Private Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.